Group 1: Company Overview - Guangli Micro is a leading integrated circuit EDA software and wafer-level electrical testing equipment supplier, focusing on improving chip yield and rapid electrical testing technology [2][3] - The company has formed a comprehensive solution for yield enhancement, combining EDA design software, WAT testing equipment, and semiconductor data analysis tools [2][3] Group 2: R&D Progress - The company is dedicated to the development of manufacturing-oriented EDA software and electrical testing equipment, with a clear focus on yield enhancement solutions [3][4] - In 2022, the company began optimizing the WAT T4000 model, resulting in a significant reduction in testing time per wafer by 20% to 200%, making it cost-effective for 8-inch and smaller production lines [3][4] Group 3: AI Integration - Since 2022, the company has integrated machine learning and neural network technologies into its semiconductor data platform, significantly improving defect classification efficiency to over 99% accuracy [4] - Future plans include exploring advanced computing technologies for process design and model tuning to enhance EDA software performance [4] Group 4: Workforce Growth - As of the end of 2022, the company had 318 employees, with approximately 80% in R&D, and over 50% holding master's degrees [4][5] - The total workforce has increased by over 40% since the beginning of the year, with a slight rise in the proportion of R&D personnel [4][5] Group 5: Competitive Advantages - The company's EDA software is a crucial component of the yield enhancement process, offering standalone sales or as part of a comprehensive solution [5] - The software has been refined over more than a decade, achieving successful validation across multiple process nodes, which is vital for manufacturing-oriented EDA products [5] Group 6: Data Software Expansion - Since 2020, the company has invested in developing semiconductor data software products, resulting in a series of tools like DE-G, DE-TMA, DE-YMS, and DE-DMS, which have been well-received by clients [5] - The data software products are based on the company's extensive experience in yield management and have entered the commercial phase with several clients [5]
广立微(301095) - 2023年7月28日投资者关系活动记录表